Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q3 2024
Institutional positions in Walmart Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,464
- +185 vs. Q2 2024
- Shares held
- 2.79B
- +319.0M (+12.9%) vs. Q2 2024
- Total value
- $225.1B
- +$56.9B (+33.8%) vs. Q2 2024
- New holders
- 279
- 1,456 more added
- Sold out
- 94
- 1,366 more reduced
41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBT Bank N A | 132,694 | $10.7M | 0.72% | −4,844−3.5% | Reduced |
| Assetmark, Inc | 132,180 | $10.7M | 0.03% | +10,090+8.3% | Added |
| J.W. Cole Advisors, Inc. | 132,128 | $10.7M | 0.45% | +10,768+8.9% | Added |
| Ancora Advisors, LLC | 131,811 | $10.6M | 0.24% | −1,049−0.8% | Reduced |
| DoubleLine ETF Adviser LP | 131,492 | $10.6M | 2.59% | −18,624−12.4% | Reduced |
| Ossiam | 131,328 | $10.6M | 0.20% | −423,926−76.3% | Reduced |
| Red Door Wealth Management, LLC | 131,067 | $10.6M | 1.76% | +7,484+6.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 130,583 | $10.5M | 1.01% | −1,704−1.3% | Reduced |
| Kingdon Capital Management, L.L.C. | 130,500 | $10.5M | 1.55% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 130,431 | $10.5M | 3.17% | −8,976−6.4% | Reduced |
| Canal Insurance CO | 130,000 | $10.5M | 2.47% | 00.0% | Unchanged |
| Longbow Finance SA | 129,822 | $10.5M | 1.12% | +58,731+82.6% | Added |
| Sigma Planning Corp | 129,776 | $10.5M | 0.32% | −4,643−3.5% | Reduced |
| Diversified Trust Co | 129,449 | $10.5M | 0.26% | +5,983+4.8% | Added |
| JGP Wealth Management, LLC | 129,318 | $10.4M | 1.34% | +560.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 128,600 | $10.4M | 0.72% | −9,179−6.7% | Reduced |
| Parkside Investments, LLC | 128,389 | $10.4M | 1.56% | −16,740−11.5% | Reduced |
| Bryn Mawr Trust Co | 128,029 | $10.3M | 0.19% | +79,170+162.0% | Added |
| GFS Advisors, LLC | 127,997 | $10.3M | 2.20% | +127,932+196,818.5% | Added |
| Coston, McIsaac & Partners | 127,929 | $10.3M | 2.91% | +120.0% | Added |
| Fiduciary Trust Co | 127,899 | $10.3M | 0.14% | +996+0.8% | Added |
| Ascent Group, LLC | 127,824 | $10.3M | 0.78% | −746−0.6% | Reduced |
| Iyo Bank, Ltd. | 127,620 | $10.3M | 3.66% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 127,392 | $10.3M | 3.65% | −1,575−1.2% | Reduced |
| Walker Asset Management, LLC | 127,223 | $10.3M | 6.37% | −90.0% | Reduced |
| Capital Investment Advisors, LLC | 126,735 | $10.2M | 0.21% | −264−0.2% | Reduced |
| Cyrus J. Lawrence, LLC | 126,467 | $10.2M | 2.00% | +106,907+546.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 126,342 | $10.2M | 1.66% | +16,288+14.8% | Added |
| Independent Financial Group, LLC | 125,636 | $10.1M | 0.37% | +11,028+9.6% | Added |
| O'Brien Greene & Co. Inc | 124,458 | $10.1M | 3.13% | −5,243−4.0% | Reduced |
| Ascent Wealth Partners, LLC | 124,417 | $10.0M | 1.40% | −2,035−1.6% | Reduced |
| Sowell Financial Services LLC | 124,369 | $10.0M | 0.47% | −803−0.6% | Reduced |
| Addenda Capital Inc. | 124,097 | $10.0M | 0.36% | +50.0% | Added |
| Roundview Capital LLC | 123,918 | $10.0M | 0.72% | −2,161−1.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 123,823 | $10.0M | 3.23% | +310+0.3% | Added |
| Engineers Gate Manager LP | 123,739 | $9.99M | 0.20% | +82,164+197.6% | Added |
| Venture Visionary Partners LLC | 123,620 | $9.98M | 0.43% | −3,252−2.6% | Reduced |
| Legacy Private Trust Co. | 123,588 | $9.98M | 0.67% | −5,134−4.0% | Reduced |
| First Citizens Bank & Trust Co | 123,582 | $9.98M | 0.22% | +3,133+2.6% | Added |
| Jacobi Capital Management LLC | 123,568 | $9.98M | 0.75% | −340.0% | Reduced |
| Executive Wealth Management, LLC | 123,400 | $9.96M | 0.78% | +123,400 | New |
| Carret Asset Management, LLC | 123,124 | $9.94M | 1.08% | −3,888−3.1% | Reduced |
| Farther Finance Advisors, LLC | 123,063 | $9.94M | 0.37% | +10,187+9.0% | Added |
| Canal Capital Management, LLC | 122,609 | $9.90M | 1.58% | +3,005+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 122,414 | $9.88M | 0.43% | +6,980+6.0% | Added |
| Laurel Wealth Advisors LLC | 122,158 | $9.86M | 1.58% | +93+0.1% | Added |
| CAPROCK Group, Inc. | 121,910 | $9.84M | 0.36% | −6,802−5.3% | Reduced |
| Field & Main Bank | 121,561 | $9.82M | 3.50% | −760−0.6% | Reduced |
| Csenge Advisory Group | 122,477 | $9.81M | 0.51% | +304+0.2% | Added |
| Kinsale Capital Group, Inc. | 121,089 | $9.78M | 2.88% | +14,533+13.6% | Added |
| Cohen Klingenstein LLC | 120,900 | $9.76M | 0.34% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 120,863 | $9.76M | 0.14% | +5,589+4.8% | Added |
| Caldwell Trust Co | 120,819 | $9.76M | 1.02% | −3,500−2.8% | Reduced |
| Rockland Trust Co | 120,775 | $9.75M | 0.48% | −15,868−11.6% | Reduced |
| King Wealth | 120,390 | $9.72M | 1.52% | +804+0.7% | Added |
| Goelzer Investment Management, Inc. | 120,223 | $9.71M | 0.53% | −2,345−1.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 120,000 | $9.69M | 1.15% | 00.0% | Unchanged |
| Nwi Management LP | 120,000 | $9.69M | 1.16% | 00.0% | Unchanged |
| Masterton Capital Management, LP | 120,000 | $9.69M | 6.46% | +120,000 | New |
| Covington Investment Advisors Inc. | 119,754 | $9.67M | 1.45% | +145+0.1% | Added |
| Bahl & Gaynor Inc | 119,577 | $9.66M | 0.05% | −480.0% | Reduced |
| Wetherby Asset Management Inc | 119,011 | $9.61M | 0.44% | −7,012−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 118,977 | $9.61M | 2.16% | −580.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 118,663 | $9.58M | 0.14% | +1,257+1.1% | Added |
| L & S Advisors Inc | 117,728 | $9.51M | 0.99% | +25,628+27.8% | Added |
| SFMG, LLC | 117,677 | $9.50M | 0.77% | +68+0.1% | Added |
| Investment House LLC | 117,278 | $9.47M | 0.51% | +200+0.2% | Added |
| Schnieders Capital Management LLC | 117,215 | $9.47M | 1.80% | −4,519−3.7% | Reduced |
| Headinvest, LLC | 114,347 | $9.23M | 1.71% | −6,343−5.3% | Reduced |
| NBC Securities, Inc. | 114,204 | $9.22M | 0.77% | +958+0.8% | Added |
| Community Financial Services Group, LLC | 113,821 | $9.19M | 1.88% | +342+0.3% | Added |
| Community Bank, N.A. | 113,520 | $9.17M | 1.16% | −3,508−3.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 113,906 | $9.15M | 1.62% | −28,350−19.9% | Reduced |
| Bogart Wealth, LLC | 112,820 | $9.11M | 0.43% | −15,716−12.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 112,806 | $9.11M | 0.07% | −208,325−64.9% | Reduced |
| Sumitomo Life Insurance Co | 112,742 | $9.10M | 0.18% | +74,719+196.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 112,002 | $9.04M | 2.05% | −3,605−3.1% | Reduced |
| Northwest Bancshares, Inc. | 111,526 | $9.01M | 1.53% | −22,349−16.7% | Reduced |
| Sitrin Capital Management LLC | 111,186 | $8.98M | 4.48% | −1,412−1.3% | Reduced |
| Pinnbrook Capital Management LP | 110,858 | $8.95M | 2.70% | +7,815+7.6% | Added |
| Patton Albertson Miller Group, LLC | 109,768 | $8.86M | 1.21% | −6,133−5.3% | Reduced |
| Berger Financial Group, Inc | 109,733 | $8.86M | 0.64% | −2,089−1.9% | Reduced |
| Tradewinds, LLC. | 108,796 | $8.79M | 2.70% | +1,432+1.3% | Added |
| BCJ Capital Management, LLC | 107,673 | $8.69M | 0.65% | +1,768+1.7% | Added |
| Pavion Blue Capital, LLC | 107,564 | $8.69M | 4.05% | −864−0.8% | Reduced |
| Little House Capital LLC | 107,193 | $8.66M | 2.48% | −7,220−6.3% | Reduced |
| Merit Financial Group, LLC | 107,150 | $8.65M | 0.19% | +4,052+3.9% | Added |
| Asset Dedication, LLC | 106,978 | $8.64M | 0.58% | −12,436−10.4% | Reduced |
| Oak Family Advisors, LLC | 106,977 | $8.64M | 3.12% | −7,068−6.2% | Reduced |
| Fundamentun, LLC | 106,799 | $8.62M | 0.60% | −10,862−9.2% | Reduced |
| Foster & Motley Inc | 106,399 | $8.59M | 0.54% | −12,107−10.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 106,280 | $8.58M | 0.53% | +17,172+19.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 106,012 | $8.56M | 3.57% | −1,450−1.3% | Reduced |
| Vise Technologies, Inc. | 105,921 | $8.55M | 1.09% | +11,405+12.1% | Added |
| Weik Capital Management | 105,510 | $8.52M | 3.44% | −1,185−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 105,285 | $8.50M | 1.43% | −3,067−2.8% | Reduced |
| First Personal Financial Services | 104,847 | $8.47M | 1.79% | −2,749−2.6% | Reduced |
| HTLF Bank | 104,599 | $8.45M | 0.92% | −1,631−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 104,584 | $8.45M | 0.27% | −8,991−7.9% | Reduced |
| Investment Advisory Services Inc | 104,425 | $8.43M | 2.98% | −6,262−5.7% | Reduced |